Setting Up your After Opt-in Page

This tutorial will help you understand how to setup the email prospects receive once they Opt-In to receive emails from you.

In our previous training email, you have learned how to set up the After Survey page of the Sales Funnel. For a recap, the After Survey contains your contact details, other videos, or any other information you wish to share.

Today, we are going to educate you on how to set up the After Opt-in page of the Funnel. The setup is almost similar to that of the previous page. Before we start, let us have a look at the purpose/functions that the page holds.

The Purpose

The SmallBizDream application has added a new feature to authenticate and set an agreement with the contact to approve the sending of emails in the series they are subscribed to. The system automatically sends an email to the user once they complete the survey to thank him for the Email Opt-in (requesting more information).

The email contains a link to verify and let the user choose his preference to receive more information, (i.e. they would be subscribed to the email series you have linked to via the survey, based on the answers), by simply clicking on the Approve Sending Me More Information link (attached/provided with the Opt-In email).

Once they click on the Approve Sending Me More Information link in the email, they will be redirected to the After Opt-in page, which would contain the acknowledgement message and any other details you wish to share.

Note: You may set another email to be sent after the After Opt-in to thank the contact for approving the subscription.

In order to go to the configuration section of your Sales Funnel, click on Website Setup > Page Editor. Then, in the Page Editor, click on the After Opt-in link under the SALES FUNNEL section. If you are already inside the sales funnel area, select the After Opt-in option from the drop-down menu in the Edit Page section at the top right.

Step 1: Enter the basic details of the page, i.e. Title, Meta Desc and Meta Keywords (for search purposes).

Step 2: Design the content of the page. To see the HTML content, click on Source in the toolbar.

Step 3: Before you enter your data, you can monitor the edits by clicking on the Preview button in the Edit Page section (top right). Once you are done designing the page, remember to save it by clicking on the Update button.

Access through the Mobile App

All Small Business Dream Tutorials are shown with a Computer view as explained above. This is the easiest and most complete way to Configure your Small Business Dream system, but if you are wanting to configure some areas by using your Mobile App, here are the simple steps to help you get started quickly.

Step 1: On the home page when logging into the Mobile App, you will see Action List and Social Tasks.

Step 2: Click on the menu (3 horizontal lines) at the top left corner of the page to expand the list.

Step 3: Then you will see your Wallet, Store Details (where you can setup and view your store details), Contacts and Manage.

Step 4: Click on the menu item to view and configure that particular area of your system.

Until our Next Lesson on Setting Up your Landing Page!

Happy Dreaming. Yours Truly, Support and Training Crew

PS: If you want to jump ahead and learn more, you can see the entire training series by clicking here: Tutorial.